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During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.
Fortinet and Ecopetrol have been highlighted as Zacks Bull and Bear of the Day
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm […]
The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.
SpaceX shares have hit a record low as investors sour on the company's AI spending.
The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm […]
Alphabet Inc. (NASDAQ: GOOGL) is hitting the U.S. corporate debt market with a massive 10-part benchmark bond sale, capitalizing on its pristine credit ratings to lock in capital as the tech giant rapidly scales its infrastructure. Expected to price today, Alphabet is seeking to raise as much as $25 billion from the offering, according to Bloomberg News. The sprawling transaction spans maturities from two to 40 years and features a mix of fixed and floating-rate notes. Funding the AI Arms Race W
(Bloomberg) -- Microsoft Corp. announced its fourth data center region in India is up and running as part of a broader $20.5 billion investment in the country to build out cloud and artificial intelligence capabilities. Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksWhy Do Data Centers U
AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of them fits every type of investor.
Semiconductor stocks took the brunt of AI spending skepticism.
Alphabet is looking to raise as much as $25 billion from its latest U.S. bond offering, Bloomberg News reported on Thursday citing people familiar with the matter, weeks after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet did not immediately respond to a Reuters request for comment. Alphabet late in July raised its annual capital expenditure forecast for the second time this year, fanning fears over the pace of returns on its AI investments, especially as concerns mount over delays to its flagship AI model.
CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.
Nearly 912 Million SpaceX Shares Unlocked as Lockup Begins to Expire
Software gross margin fell to 71.3% from 75.6% as free cash flow turned negative
Barrick Mining's Q2 results may benefit from higher gold prices and production, but cost pressures could shape the earnings outlook.
(Bloomberg) -- Oklo Inc.’s small modular reactor has reached a key milestone, the Energy Department announced Thursday.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksWhy Do Data Centers Use So Much Fresh Water?Oklo’s Groves Isotope Test Reactor in Texas reached “criticality,” which occur
Aug 6 () - Four months ago, the Netherlands approved Tesla’s Full Self-Driving (FSD) system and has since then advocated for its adoption across the EU. But Dutch road regulator RDW won’t tell the public why it concluded the driver-assistance system is safe or how it evaluated the technology, which for years has faced regulatory investigations and lawsuits over FSD-involved crashes in the United States.
The British government has cleared Paramount Skydance’s $110 billion takeover of Warner Bros. Discovery, saying it had received assurances from the company over media diversity.
Microsoft launched its largest India data center in Hyderabad on Thursday and has signed up Adani Group and HDFC Bank among early users as it races rivals for the country's fast-growing AI market. The Windows maker has committed about $20.5 billion to expand its India opreations, betting on a market of more than 1 billion internet users and one of the world's deepest pools of tech talent. • Azure, Microsoft's cloud-computing arm, has posted double-digit revenue increases in India for the last two years, the company said.
Alphabet Inc. (NASDAQ:GOOG) has returned to the U.
A clinical trial failure and U.S. competition have been tough for the Danish pharmaceutical firm. CFO Karsten Munk says the company is doubling down on innovation and its weight loss pills as it looks towards its next stage of growth.
Michigan's data center buildout is reshaping the math for one overlooked regulated utility, and most defensive-sector investors haven't caught on yet. Here is where we see DTE Energy heading before the year ends.
Moby summary of Symbotic Inc.'s Q3 2026 earnings call
Moby summary of Seaport Entertainment Group Inc.'s Q2 2026 earnings call
Moby summary of Centrus Energy Corp.'s Q2 2026 earnings call
Moby summary of Joby Aviation, Inc.'s Q2 2026 earnings call
Moby summary of Fastly, Inc.'s Q2 2026 earnings call
Moby summary of DoorDash, Inc.'s Q2 2026 earnings call